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Caffeinated Capital

Venture Capital · Founded 2009 · San Francisco, United States

#129 Investor Ranking 2026 Top 1% of investors worldwide

Lifetime partners to entrepreneurs

117 Portfolio companies+92% in 5 years
28 Unicorns
2 Decacorns
188 Investments
Jul 2026 Last investment
02 · Biggest holdings

Caffeinated Capital’s biggest current holdings.

Caffeinated Capital is a named shareholder in 8 companies. Dealroom estimates those stakes are worth about $2.4B in total — the disclosed percentage × each company’s latest valuation. The 8 biggest are below, each sized by that estimate.

#CompanyEst. stakeValuationEst. value
  1. 1 AirtableEnterprise Software · Decacorn 9% $11.0B $990M
  2. 2 Saronic TechnologiesRobotics · Unicorn 8.5% $9.2B $786M
  3. 3 AvenFintech · Unicorn 8.5% $2.2B $187M
  4. 4 Virta HealthHealth · Unicorn 7.5% $2.0B $150M
  5. 5 ClipboardHealthJobs Recruitment · Unicorn 10% $1.3B $130M
  6. 6 OnebriefEnterprise Software · Unicorn 3.5% $2.2B $75M
  7. 7 4% $1.2B $48M
  8. 8 1% $1.0B $10M

2 companies hidden on this public profile. Estimated value = Caffeinated Capital’s disclosed ownership % × Dealroom’s latest company valuation; direct named stakes only, exited positions excluded. Figures are indicative, not reported marks. See the underlying shareholder registers on Dealroom →

03 · Exits

Caffeinated Capital’s biggest exits.

Portfolio companies that IPO’d or were acquired at $1B+, with the valuation recorded at exit and — for those still public — their value today. Exit events come from each company’s funding-round history; entry stage from Caffeinated Capital’s transaction record.

$15B IPO · 2021
Entered Series B+Now $32BFintech
$7.5B acquisition · 2018
Entered Series B+Enterprise Software
$5.2B acquisition · 2026
Entered Series AFintech
$4.8B IPO · 2020
Entered Series B+Now $4.4BReal Estate
$2.5B acquisition · 2021
Entered SeedFintech
$1.3B acquisition · 2026
Entered SeedEnterprise Software
04 · Portfolio analysis

Where Caffeinated Capital’s portfolio is concentrated.

Distribution of portfolio companies by headquarters country, sector, entry stage and current growth stage. Across all 117 portfolio companies. "Stage entered" is the first priced round the investor joined, derived from the investor’s transaction history.

By countryCount
  1. USA124
  2. Brazil2
  3. Canada2
  4. Colombia1
  5. France1
  6. Mexico1
  7. Peru1
  8. UK1
By sectorCount
  1. Enterprise Software33
  2. Fintech30
  3. Health18
  4. Marketing11
  5. Real Estate9
  6. Security6
  7. Energy5
  8. Media5
  9. Transportation5
  10. Engineering and Manufacturing Equipment4
  11. Jobs Recruitment4
  12. Legal3
By stage enteredCount
  1. Seed72
  2. Series A37
  3. Series B+8
By growth stageCount
  1. Breakout Stage49
  2. Early Growth46
  3. Late Growth40
05 · Portfolio market map

Inside Caffeinated Capital’s portfolio.

The 60 highest-funded portfolio companies, of 117 tracked.

Saronic Technologies
Robotics · Unicorn
$9.3B
Opendoor
Real Estate · Unicorn
$4.4B
BaseTen
Enterprise Software · Decacorn
$13B
Hadrian
Robotics · Unicorn
$8.0B
Airtable
Enterprise Software · Unicorn
$1.3B
Affirm
Fintech · Decacorn
$32B
Brex
Fintech · Unicorn
$5.2B
Loft
Real Estate · Unicorn
$2.9B
Boom Supersonic
Transportation · Unicorn
$1.2B
Varda Space
Health · Unicorn
$1.6B
Docker
Enterprise Software · Unicorn
$2.1B
Capchase
Fintech
$104M
Color Health
Health · Unicorn
$4.6B
Antares
Energy · Unicorn
$1.5B
Divvy
Fintech · Unicorn
$2.5B
SingleStore
Enterprise Software · Unicorn
$1.3B
Divvy Homes
Real Estate · Unicorn
$2.0B
Amca
Space · Unicorn
$1.0B
Virta Health
Health · Unicorn
$2.0B
GitHub
Enterprise Software · Unicorn
$7.5B
Onebrief
Enterprise Software · Unicorn
$2.2B
BioAge Labs
Health
$680M
Aven
Fintech · Unicorn
$2.2B
Front
Marketing · Unicorn
$1.7B
Federato
Fintech
$400M
Farcaster
Media
$600M
Twenty
Security · Unicorn
$1.2B
LatchBio
Health
$112M
Material Security
Security · Unicorn
$1.1B
AgentSync
Fintech · Unicorn
$1.2B
Kindred
Travel
$340M
Playco
Gaming · Unicorn
$1.0B
CloudTrucks
Transportation
$460M
TrueAccord
Fintech
$196M
Ashby
Jobs Recruitment
$200M
Future
Sports
$300M
Clubhouse
Media · Unicorn
$4.0B
Drip Capital
Fintech
$200M
Strike
Fintech
$320M
dYdX
Fintech
$260M
ClipboardHealth
Health · Unicorn
$1.3B
Mina Foundation
Security
$368M
REGENT
Transportation
$240M
SentiLink
Security
$280M
Settle
Fintech
$240M
Atrium
Legal
Ostro
Health
$100M
IFTTT
Enterprise Software
$96M
Seneca
Robotics
$240M
Pachyderm
Enterprise Software
$230M
Luminai
Marketing
$152M
Backflip
Fintech
$120M
Pulley
Legal
$160M
InCountry
Legal
$90M
TripleByte
Telecom
$140M
Beyond Pricing
Travel
$170M
POLYWORK
Media
$112M
Pathpoint
Fintech
$150M
Playground
Media
$163M
Tachyus
Real Estate
$60M
06 · Portfolio founders

Where Caffeinated Capital’s portfolio founders come from.

180 founders across the 100 highest-funded portfolio companies — by current location, university attended, and the companies they worked at before founding. Sourced from the founder records the API links to each portfolio company.

LocationCount
  1. United States155
  2. Brazil6
  3. Canada3
  4. Peru3
  5. Argentina2
  6. Japan2
  7. France1
  8. India1
  9. Spain1
  10. Sweden1
UniversityCount
  1. Stanford University23
  2. Massachusetts Institute of Technology9
  3. University of California, Berkeley7
  4. Duke University5
  5. Wharton School of the University of Pennsylvania5
  6. Carnegie Mellon University4
  7. Harvard Business School4
  8. Stanford University Graduate School of Business4
  9. University of Toronto4
  10. Dartmouth College3
Previous companyCount
  1. Alphabet | Google15
  2. Microsoft9
  3. Affirm6
  4. Goldman Sachs5
  5. McKinsey & Company5
  6. Opendoor5
  7. Stanford University5
  8. Uber5
  9. Dropbox4
  10. Meta4
08 · Key people

Key people at Caffeinated Capital.

Source: Curated from official investor team pages and verified public profiles.